Advisory firm specializing in investment policy and analysis, financial modeling, due diligence and insight for: family offices, hedge funds, institutional investors and industry-diverse venture capital backed companies• Outsourced-CIO for previously self-managed family office and foundation; created investment policy statements, instated institutional portfolio management processes, and reallocated portfolios to align with long term goals • Analysis and due diligence on extensive deal-flow backlog for a family office; in-depth reviews on direct investments and funds, resulting in funding four investments• Advising real estate energy retrofit startup by: creating financial projections; building capitalization models; and negotiating terms of financing for Series A with three potential strategic partners and a number of VCs• Developed real estate investment strategy for family office; utilizing my strategy and models, family is acquiring their first investment property• Advised a family office on divestment of an operating company and performed a valuation resulting in an estimate 40% higher than previously obtained valuation, which was performed incorrectly• Evaluated institutional investors’ policy allocations, methodology, and due diligence procedures • Financial modeling for private equity General Partners, distressed real estate General Partners, EB-5 financing projects, and Venture Capital backed startups• Consulting on assignments for GPs including: Distressed investments, corporate restructurings and broad credit sector investmentsClients include: Portage Advisors, Perliune Group, DAL Capital, Cohen Family Office, Tavor Family Office, Buildify Inc., Gerson Lehrman Group, Arcticon Capital, TechFinance Advisory

- Managing team of three (3): one senior data scientist, and two risk analysts.- Successful management of numerous crises including: Russia/Ukraine, Luna/Celsius, FTX/Alameda, Banking Crisis (2023), amongst others.-Development and deployment of a Market Risk Dashboard that is widely used in the company, especially during times of crises.-Daily, Weekly, and Monthly reports on Risk (VaRs, exposures, limit breaches, etc.)-Development and deployment of numerous stress test analyses including: Crypto stress tests, counterparty monitoring and stress tests, Group Liquidity, and new strategy analyses, amongst others.Liquidity Management:-Identified, onboarded, and managing the relationship with a global custodian.-Managing eToro's entire relationship with Bloomberg LP.- Managing relationships with pricing providers.

eToro is a leader in the global Fintech revolution. It is the world’s leading social trading network, with millions of registered users and an array of innovative trading and investment tools.Trading Risk Manager:• Quantify market, credit, and operational trading risks and develop appropriate hedging and risk management strategies.Liquidity Management:• Management of counterparties for exchange traded assets.

Senior Associate in Geller Family Office Services LLC (GFOS) division of Geller & Company. GFOS is a multi-family office and federally registered investment adviser providing a wide range of services to high net worth individuals and families. Main responsibilities revolved around investment management and planning alongside the Willett Advisors investment team, for Michael Bloomberg and the Bloomberg Philanthropies portfolios• At my advisement, management instituted differentiation of Michael Bloomberg’s personal portfolio and Bloomberg Philanthropies portfolios: the personal portfolio transitioned into more liquid and tax efficient investments; the Philanthropies portfolios were shifted into strategies that take advantage of illiquidity and tax inefficient investments• Analyzed and selected assets from Michael Bloomberg’s personal portfolio to donate to Bloomberg Philanthropies, saving millions of dollars in capital gains taxes and increasing overall donations to charities• Evaluated corporate financing options for Bloomberg LP, collaborating with a firm-wide team to create a matrix of 144 models for complex funding scenarios. Analysis resulted in multi-billion-dollar financing structure with low rates and favorable tax treatments of distributed funds• Developed with outside consultants an exclusive, interactive iPad App to report monthly financials to Michael BloombergAdditionally:• Oversaw the accounts of other high net worth clients and multiple non-profit entities as a Member of the Investment Committee and Portfolio Manager• Due diligence of asset managers across all asset classes• Heavily involved in estate preservation and multi-generational planning utilizing advanced Trusts for wealth preservation and distribution strategies

Financial Analyst in the Emerging Business Group division of Geller & Company.• Selected for team to develop and manage firm’s newly created financial advisory business unit.• Provided M&A and strategic advice to clients, e.g. identify, plan, fund, and implement growth initiatives.• Provided financial advisory services to support debt and equity capital fundraising on behalf of clients, including structuring, negotiating, and finalizing transactions.For example advised: - Japanese International Telecom firm on multiple acquisition strategy of US telecom firms valued between $80 million and $260 million- Biotechnology equipment maker in $5 million equity capital raise- High end beauty product maker in $5.5 million convertible promissory notes• Created financial models and presentation materials to support client business plans.

A distressed debt alternative investment manager focused on secured real estate loans, retail and restaurant sector debt• Assessed financial and operational viability of credits through bottom-up analysis of fundamentals, liquidity risk assessment, LBO probability analysis, preparation of detailed financial models and integration of top-down macro views• Analyzed distressed companies, situational & structural risks and restructuring/bankruptcy scenarios• Presented investment thesis reports and detailed financial models to the Investment Committee• Performed due diligence on high-yield issues• Created detailed financial models evaluating market technicals to present a recommendation based on a scenario analysis of the risk/reward spectrum• Evaluated real estate opportunities including mortgage loans and real estate backed securities• Performed due diligence on retailers, including in-depth analysis of location and site quality, an analysis of customer experience, traffic trends and relative value with respect to competitors• Examples of credits include Bally Total Fitness, Claire’s Stores, Focus DIY, Michaels Stores, Toys ‘R Us

Angelo, Gordon & Co., L.P. Manhattan, New York July 2004 – November 2006(Long-term consulting assignment)Senior Associate Level Position – AG Net Lease Realty Group (July 2005 – November 2006)• Part of team that opened a new $160M fund, specializing in commercial real estate sale-leaseback transactions for high credit risk tenants.• Sole analyst on $47.1 million of sale-leaseback transactions including originating a $6.4 million deal for a regional restaurant chain.• Worked with Managing Directors to negotiate pending legal documents, performing due diligence and credit analysis on prospective companies, hiring managing third party consultants, and researching fund level legal issues• Priced potential deals utilizing advanced computer modeling of cash flow, analyzed corporate financials, and created investment memorandums.• Cultivated a network to facilitate new deal flow pipeline including private equity firms and brokers.-Assistant Compliance Officer (June 2005)-Trader’s Assistant (July 2004 – June 2005)

• Foreign Exchange Advisor: day-to-day responsibilities included interacting with clients and performing currency transfers.• Analyzed past currency transfers to generate new leads for European clients• Developed new corporate strategy to attract European clients